Inventory, Orders Management, Warehouse Operations
- 1,144 Topics
- 4,439 Replies
Error: The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Object reference not set to an instance of an object.
Please help! We are down!Has anyone ever seen this happen before? I cant access my sales orders, this is the error message that pops up:Error: The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Object reference not set to an instance of an object.
Static Pop Notes Vendors
Hi,I am new to Acumatica. How can we create a pop-up note to remain static and not disappear after a vendor is selected so all the users can see it in the Bill & Adjustments Screen while it goes through the A/P approval workflow we have created. I know some customizations might be needed. Or if there are any other suggestions please let me know? Here is an screenshot of the pop note under Vendors.
Best way to group customers by truck route?
I was looking at various ways to group customers by local truck route. We have our own fleet of trucks, and various local routes that service different customers. I would like a way to organize customers based on which truck route they belong to.It seems that there is a default Ship Via option for Customer Class, but this doesn’t seem like the best way to organize customers by class (for example, the default credit terms for a customer have nothing to do with which truck route they are on).Maybe there should be a Customer Shipping class added to Acumatica for this purpose? Does anyone have any ideas for how to do what I want without using the Customer Class for this?
Route Management/Route planning automatically based on the information collected.
Hello, Correct me if I am wrong, by reading the help doc, I find the route management Acumatica provided is some kind of Manually Management. We are looking for something more automatically, is the below need possible?1, Supposing we have recorded trucks information, customer location information, customer work calendar information, the item weights, the item volumes, the warehouse site location…. All Acumatica can capture.2, Like we having 100 orders a day to deliver.Can the system intelligently/automatically help calculate the routes, like below:1, based on the trucks Infor, the SOs’ total weight, total volume, to determine which truck takes which orders.2, Based on the customer location, site location, customer calendar to determine the stop sequences of the routes.
Non Stock unit Costs missing from Kit Assemblies after upgrade to 2021R2
After upgrading to 2021 R2 from 2020R2 the Non Stock Unit Cost in Kit Assemblies was no longer being populated for Kits with no Default Warehouse. It was working in 2020 R2. Has anyone else noticed this? Accounting noticed our COGS were off and this was the culprit. We want to leave the default blank for many items to force a selection when items are sold from and produced into different warehouses.The Stock component Unit costs show as 0 initially for these products, but once the warehouse is selected the stock components unit costs update. But not the non-stock. This looks like a bug, I wonder if they replaced the calculated field with the upgrade.
Easy Post feature confirmation
Our customer is looking at dumping StarShip because of the horrible integration. We suggested Easy Post but I need to confirm 2 things that I believe are correct but can’t find the documentation.Can Easy Post do or allow Rate shopping? Last time I configured it was 2 years ago and I forgot. I am pretty sure I read that clients can use their previously negotiated rates through Easy Post. Is that correct?Sorry for the silly questions.Thank you.
PO Accrual Report Includes Drop-shipments
The PO Accrual Reports needs to include all activity that affect the PO Accrual account. The existing PO Accrual Reports only take into account the traditional Receipt of Goods into Inventory and Receipt of those Vendor Bills. There is no way to audit this account if a customer uses Sales Order Drop-shipments.In the Drop-shipment process, a Receipt of Goods and Bill is entered when the vendor notifies the Acumatica user that their Drop-ship PO has been fulfilled. When this type of Receipt is entered and released, a G/L Transaction creates a Debit to the PO Accrual and a Credit to Accounts Payable.Once the Sales Order Line that is flagged as Drop-shipped is invoiced and released, the system will create a G/L Transaction (via an Inventory Issue) that will Credit the PO Accrual Account and Debit a Cost of Sales Account.If there is timing differences between the Vendor Bill and the Customer invoice, this Debit Balance will sit in the PO Accrual and the existing PO Accrual Reports do not
Auto remove credit hold when payment is made and under credit limit
It looks like once a sales order failed credit verification, the user must hit action Remove Credit Hold manually for further processing. Can someone advise how to change the workflow so that the order status is automatically open once payment/prepayment is made or when the amount of the sales order is no longer over credit limit.
2D Barcode being used in WMS
I am wondering if anyone is currently using 2D barcode for the items within Acumatica? I have a customer that is wanting to use 2D barcode labels and they are in the auto industry. What is being used for the 2D format by customers that are using Acumatica distribution or manufacturing.
Time and Expense Entry viewing all employee timecards.
Hi,I am new to Acumatica. I am trying to create a company tree so only those users can view the timecards of their employees. Here is a copy of my current company tree. I want both of these users to be able to view all of the employee timecards setup under Employees. I don’t want to setup delegates because multiple users will need to view everyone’s time card. However, when I log in as user CB and go to Time & Expense entries I don’t see any other employees but CB’ users. What am I doing wrong? Do I have to setup all the employees under the company tree also? Please advise.
Warehouse in Cross-Company Sales
I am wondering if there is any configuration to use specific warehouse in intercompany SO based on the PO warehouse.Ex:If warehouse in the PO is “WHS A”, the warehouse in intercompany SO is “WHS 1” If warehouse in the PO is “WHS B”, the warehouse in intercompany SO is “WHS 2”WHS A and WHS B are within the same company, also WHS 1 and WHS 2 are within the same company.What I find is system uses the default warehouse of customer/location and/or inventory.
Local Delivery to Freight Forwarder to Customer
I am thinking through a feature we need, where some customers may be served by a freight forwarding service. The first leg of our delivery process will be a local truck route from our warehouse (the route will change depending on the freight forwarder where the material is being dropped off).The freight forwarder will then be responsible for delivering that material to the end customer.We need a way to manage all of this and make sure thast we can orchestrate local truck delivery from our warehoues to the freight forwarder, and then freight forwarder to end customer, witht the process and paperwork clear at each step of the freight forwarding process.I know that there are various integrations to Acumatica for freight forwarding. Does anyone have experience with these, and maybe can recommend a specific product that might align closely with our use case? Thanks, Jonathan
Question about Shipping Terms (CS208000)
From the help file on the Shipping Terms (CS208000) form:Invoice Freight Price Based On The base document to be used for the freight price calculation in a sales order invoice with the current shipping terms selected. You can select one of the following settings: Shipment (default): The system copies the freight price from the related shipment to the invoice. Sales Order: The system copies the freight price from the related sales order to the invoice (fully or partially if the shipment is partial). Can anyone tell me what the highlighted text means in terms of expected behavior? In my testing, when I set this “Invoice Freight Price based on” to “Sales Order”: and create shipments that I believe are “partial”, the freight price still transfers fully, not partially.Perhaps my understanding of the phrase “if the shipment is partial” is off.The way it reads, it seems that intended functionality is to distribute the shipping charges across all of the shipments that come from one
Custom credit terms to have prepayments with installment plans
My customer is looking to create a customer credit term where a 35% prepayment is required on initial sales order entry and then the invoice when generated would be an installment of 35% due net 30 and 30% due net 60. Currently you can create Multiple percentage installment plans but cannot require the prepayment at sales order time but it does generate the two invoices with correct due dates. If I do single installment plan, it will allow prepayment but I only can have one due date for the balance due. I can see that you can create an installment plan with a day of zero for 35% but this does not require prepayment on sales order. Just creates an invoice due today. This also assumes I need to invoice immediately before shipping. I think I may be able to get creative with cash discount being 30 days with zero discount % and make the total terms net 60. But feel this could cause confusion. Trying not to customize too much if possible. Any ideas are appreciated!
Does printing to label printer using device hub work for an automation schedule on the Process Shipments screen>?
I am able to manually select our label printer that has been configured with device hub and click process all to print all labels but if I set up a schedule with the same settings it says it completed and processed in the sheduler history with no errors but nothing ever seems to reach devicehub. Is anyone currently using this? We really want the labels to automatically print when they enter the process shipments screen.See below for the automated schedules.I tried with dates set in the filter values automatically after clicking add schedule with the same criteria as I just used to print the labels manually by pressing process all and with no dates set but neither produce anything on the devicehub: I’m curious if anyone is able to get this to work in this way.Phil
Does anyone use Easystock to manage their inventory?
We were sold Easystock as a supplement to Acu to manage our inventory, but have not been successful in getting it to work as it is advertised. Our inventory is simple: 3000 skus in one location, 300 vendors, all purchased from only one of those vendors. Anyone with experience with Easystock that would be willing to discuss their experience?Rick Dawsey
Alternate pick location
We are looking for a way to have Acumatica provide an alternate pick location during the pick process if a sku is not in its expected location. As an example, the mobile app directs the picker to get a quantity of 3 of sku A from pick location 123. The picker goes there and only 2 units are available, even though the system believes 3 should be there. This could be due to a prior receiving issue or miscount. But, we have more units of sku A in other pickable locations. How can we tell the system there is only 2 in location 123 and direct the user to another location where sku A lives to complete the pick process and pick the full order? We don’t want to close out the order as a short ship if we have more units in the building. Ideally, we also want the system to correct the inventory issue in location 123 as well. Thank you!
Inventory Transfer of an item from One Warehouse to a specific Warehouse converts it to a new item (different SKU)
Hi everybody,We are looking for a solution on how to convert a stock item to another new item when inventory was moved to a certain Warehouse.Example: Warehouse 1 is the main warehouse where we sell Product having SKU AAA for it’s original price. Now, there is a Warehouse 2 where we move items that are still usable but has quite damage and sold for lesser price. We need that Product AAA converted to a separate product, like SKU AAA-2, since we don’t want to track the inventory of items already moved to Warehouse 2 on the original item AAA. Will that be possible? That transferring an item from one warehouse to another will also move the quantity from original item SKU to new (or another) SKU?
Already have an account? Login
Social LoginLogin with your Acumatica account
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.